Reference #: SEI1GLOBALR0030384EXTERNALENGLOBAL The Institutional Asset Transition Manager is responsible for managing the implementation plan and conversion efforts for institutional asset management clients of SEI.

What you will do:

Work closely with global institutional clients, investment managers, administrators, brokers and custodians.

Drive the delivery of cross-operations project management during investment and custodial conversions, de-conversions, and new implementations for institutional clients of SEI including assisting with communications and coordination among parties within and out of SEI

Develop detailed project plans and timelines for all transitions

Work with external clients and portfolio managers to configure client-specific transition workflows

Coordinate trade processing with custodian, managers, and other stakeholders, etc.

Ensure timely trade delivery to custodian and assist with settlement of securities

Provide post trade reporting and cost analysis

Manage and improve the entirety of the onboarding process related to establishment and communication of expectations including reporting and system set-ups to allow for seamless handoff to servicing team

Collaborate with client servicing and sales teams to support revenue growth and retention strategies

What we need from you:

Minimum of 5 years of investment industry experience

Industry experience with front, middle, and backoffice integration, functionality, and trading platforms

Proven success managing large complex relationships

Strong written and verbal communication skills

An ability to synthesize, analyze and draw conclusions about complex data

Critical thinking skills

Ability to manage complex client situations

Strong work ethic and an interest in operating as part of a client team

Proficiency in PowerPoint, Excel, Word and other Microsoft Office products

What we would like from you:

Organizational skills, attention to detail, and eagerness to take initiative and accountability

Leadership Skills: Proven ability to lead and manage cross-functional teams.

Adaptability: Ability to adapt to changing client needs and market conditions.

Problem-Solving Skills: Ability to identify issues and develop effective solutions.

Time Management: Excellent time management skills to handle multiple projects simultaneously.

Customer-Centric Approach: Strong focus on meeting client needs and exceeding expectations.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and reativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

SEI is an Equal Opportunity / Affirmative Action Employer.